This article will demonstrate how to utilize our automated email marketing feature, which is found by clicking on Marketing then Create Email/Promotions.
Watch the video or follow the steps below.
Once there, select Create New Email or Promotion
Next, select Automated Email
Enter in a the email subject line.
Three Types of Automation
Birthday allows you to send an email to your customers for their birthday up to thirty days in advance.
Lost Customer checks to see who has not come in for the selected range of time you choose and emails them. This gives you the opportunity give them a special discount for coming back.
Note: This option ONLY works if you CHECKOUT your customers. Otherwise the system will assume the customer has not come in for any visits in the past.
Thank You sends a thank you email up to a week after a customers visit. You can create these for First Time customers as well as customers who visit regularly.
Choose either Send to All Customer or Send to a Filtered List.
If you select Send to All Customers skip below to Select Email Template.
If you select Send to a Filtered List continue reading. You will see a detailed filter appear. You can sort by Customer Since, Last Visit, No of Appointments Between, Amount Paid, General Tag, Referred By, Customers of Employees, Birthday, Gender, Past Services/Classes/Packages, Memberships or Age Between.
For Age Between adjusting the age range by sliding the scale.
To filter by Past Services/Classes/Packages click in this section for the drop-down menu to appear.
Click Select All to include customers who have received all Past Services, Classes, and Packages in the email. Click Deselect All to reverse the selections.
You also can select Services, Classes, or Packages individually by clicking on the checkbox next to the name. Click Apply when you are finished making the selections.
The selected Services, Classes, and Packages will appear in the box under the Past Services/Classes/Packages filtered list.
You also can filter the email by customer Memberships. Click on the drop-down menu to select a membership. Click Select All to include all customer memberships in the email.
Select a Template
Select a template category from a drop-down menu and then pick a theme.
Select a module to add to your email. Simply drag the module from the left into the area of the email you want it.
Here is a larger view of the module to select.
When adding an image module you will have the option to Upload a new image or Select from Gallery.
Choose either Upload Image or select a folder and choose an image.
When you select your photo, you can adjust the size of it and add a hyperlink so when a person clicks on the picture it will take them to a website or download a file. Click Save when done.
Now you can rearrange the modules if necessary by dragging a module up or down.
Select the Pencil icon to Edit the module or the Trash icon to Delete the module.
To preview the email and see what it looks like from a person's computer without all the editing options or spaces click the Preview tab with the computer screen.
To see what the email looks like on a mobile phone, click on the mobile phone tab.
Select the time you wish the email to be sent out.
Now you can Send Preview Email to yourself, Save For Later, or Annouce it.